


Better Pockets Financial Revenue
Financial Services • Sheridan, Colorado, United States • 1-10 Employees
Better Pockets Financial revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Key Contact at Better Pockets Financial
Clinton Edgar
Financial Advisor I Co-Founder
Company overview
| Headquarters | Sheridan, Colorado, United States |
| Phone number | +13035151574 |
| Website | |
| NAICS | 52 |
| Keywords | Engagement, Financial Planning, Investment Management, Business Retirement Plans, Fiduciary Standard, Fee-Based Advice, Community-Centric, Holistic Plans, Services Delivered Virtually |
| Founded | 2022 |
| Employees | 1-10 |
| Socials |
Better Pockets Financial Email Formats
Better Pockets Financial uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@betterpocketsfinancial.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@betterpocketsfinancial.com | 100% |
About Better Pockets Financial
"Our Mission is to Empower Those We Work With to Create a Positive Impact on Their Pocket of the World" We understand achieving financial wellness can be intimidating and exhausting. We care, and we want to help you align your financial life with your values. We believe family, life experiences, creating memories, and bettering our community are more valuable than money. In addition to helping individuals and families, we see organizations - businesses and non-profits - as agents for change and believe in empowering organizational clients, and their employees, through education and engagement. Interested in hearing more? Simply reach out via our Contact Page and we'll schedule a virtual "Get To Know You" meeting. https://www.betterpocketsfinancial.com/contact Legal Stuff: Better Pockets Financial LLC (“BPF”) is a registered investment advisor offering advisory services in the State of Colorado, New York, Louisiana, Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by BPF in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of BPF, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Better Pockets Financial has never raised funding before.
Better Pockets Financial Tech Stack
Discover the technologies and tools that power Better Pockets Financial's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
Issue trackers
Appointment scheduling
PaaS
Blogs
Miscellaneous
Programming languages
Miscellaneous
Security
Appointment scheduling
JavaScript frameworks
Blogs
Frequently asked questions
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